We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Silvercrest Asset Management
New York
$850K +$169K +1,117 +26%
SFO
902
Stokes Family Office
Louisiana
$848K +$10.3K +68 +1%
CT
903
Caldwell Trust
Florida
$846K +$27.3K +180 +3%
RIA
904
Realta Investment Advisors
Delaware
$844K +$4.25K +28 +0.5%
VHAM
905
Van Hulzen Asset Management
California
$841K -$48.2K -318 -6%
AWM
906
Altium Wealth Management
New York
$841K +$380K +2,508 +90%
RI
907
Redwood Investments
Massachusetts
$840K – – –
CAMG
908
CWA Asset Management Group
Florida
$840K +$3.03K +20 +0.4%
FAIM
909
Financial Advocates Investment Management
Washington
$835K -$6.82M -45,012 -90%
NL
910
NWAM LLC
Washington
$834K -$700K -4,616 -47%
QT
911
Quantbot Technologies
New York
$834K +$798K +5,266 New
SP
912
Symmetry Partners
Connecticut
$832K – – –
V
913
VeraBank
Texas
$827K -$53.1K -350 -6%
MFA
914
Mayflower Financial Advisors
Massachusetts
$821K -$6.52K -43 -0.8%
KA
915
Kintegral Advisory
New York
$816K +$17.4K +115 +2%
WEG
916
World Equity Group
Illinois
$813K +$778K +5,132 New
CBB
917
Citizens Business Bank
California
$810K -$60.6K -400 -7%
ACP
918
Ashfield Capital Partners
California
$808K – – –
AWA
919
Arkadios Wealth Advisors
Georgia
$806K -$103K -682 -12%
CCFM
920
Clear Creek Financial Management
Washington
$805K -$38.4K -253 -5%
BFM
921
Boston Financial Management
Massachusetts
$803K +$73.7K +486 +11%
BSW
922
Buckingham Strategic Wealth
Missouri
$800K +$910 +6 +0.1%
HSA
923
HBK Sorce Advisory
Pennsylvania
$797K -$46.5K -307 -6%
RBC
924
Roble Belko & Company
Pennsylvania
$797K – – –
WP
925
WealthSource Partners
California
$796K -$10.8K -71 -1%
35 36
37
38 39